Adviser-Hub articles

Articles tagged: PODCAST
pm_perspectivespodcasta Podcast

Premier Miton Investors | Perspectives: is inflation really dead?

Anthony Rayner, fund manager of the Premier Miton Macro Thematic Fund range, argues the market thinks inflation is dead again – but is the market getting ahead of itself?

Premier Miton Investors 1st Oct 2024

pm_perspectivespodcasta Podcast

Premier Miton Investors | Perspectives – the danger of modelling the past to predict the future

Premier Miton’s David Jane looks back at historic financial crashes and explains why he believes natural income appears a much more reliable source of retirement income than sophisticated fin...

Premier Miton Investors 1st Oct 2024

sch_joemc11024a Podcast

Schroders | The Value Perspective Podcast – with Joe McDonnell

Joe McDonnell, CIO of Border to Coast, joins this episode of Schroders’ Value Perspective Podcast.

Schroders 1st Oct 2024

sch_live11024a Podcast

Schroders | The Value Perspective Podcast – Live at the 2024 London Value Investor Conference

A special live episode of Schroders’ Value Perspective Podcast, recorded at the 2024 London Value Investor Conference, an annual event attracting value investors from around the world.

Schroders 1st Oct 2024

abrdn_ballots11024a Podcast

abrdn | Ballots that surpass borders: how will the US election shape emerging markets?

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Michael Langham to discuss the US election.

abrdn Investments 1st Oct 2024

sch_reimg17924a Podcast

Schroders | Reimagining retirement - shifting mindsets and managing risks

Schroders’ Rob Starkey discusses simple, effective risk management in retirement investing, highlighting annuities and the bucket approach for stability.

Schroders 17th Sep 2024

sch_sonja17924a Podcast

Schroders | The Value Perspective Podcast – with Sonja Laud

Schroders’ Value Perspective Podcast is joined by Sonja Laud, CIO of Legal & General Investment Management (LGIM).

Schroders 17th Sep 2024

sch_hengelharta Podcast

Schroders | The Value Perspective Podcast with Henry Engelhart

Schroders’ Value Perspective Podcas is joined by legendary entrepreneur and capital allocator Henry Engelhart, who founded Welsh car insurer Admiral Group and is also the author of Be A Bette...

Schroders 5th Sep 2024

sch_mmorbiusa Podcast

Schroders | The Value Perspective Podcast – with Mark Mobius

Schroders’ Value Perspective Podcast is joined by legendary emerging markets investor Mark Mobius.

Schroders 5th Sep 2024

sch_feddeca Podcast

Schroders | The problem facing the Fed two decades in the making

The Federal Reserve and other central banks face the dilemma over when and how to cut interest rates – but could their decision making be hindered by issues two decades in the making?

Schroders 5th Sep 2024

ninety_podcsta Podcast

Ninety One | US election: how a Trump or Harris victory will shape markets

Ninety One’s Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

Ninety One 5th Sep 2024

ninety_podcsta Podcast

Ninety One | Has inflation bottomed?

Inflation in the UK has ticked up, while in the US it has edged lower – though some may see this as a halt in inflation's decline, Ninety One’s Jason Borbora-Sheen disagrees.

Ninety One 5th Sep 2024

pm_perspectivespodcasta Podcast

Premier Miton Investors | Perspectives – Stepping back from the noise

“Just because it makes a good story, doesn’t mean it’s helpful” – Premier Miton’s Anthony Rayner steps back from the recent market noise and examines changes in...

Premier Miton Investors 5th Sep 2024

pm_perspectivespodcasta Podcast

Premier Miton Investors | Stepping back from the noise

In this podcast, Premier Miton’s Anthony Rayner, steps back from the recent market noise and looks at changes in the dynamic of the world economy. 

Premier Miton Investors 2nd Sep 2024

sch_aicarbona Podcast

Schroders | How AI is helping solve the carbon market crisis 

Jonathan Horn, CEO of Treefera, discusses his company's mission to help clean up carbon markets using tech, AI and nature-based assets.

Schroders 20th Aug 2024

ninety_highlonga Podcast

Ninety One | Too high for too long?

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. Ninety One asks: what really happened, why, and was it avoidab...

Ninety One 20th Aug 2024

fil_chinapoda Podcast

Fidelity International | The Investor's Guide to China podcast: Asia's bright spots

Portfolio managers at Fidelity returning from an annual gathering in China explore how three themes – AI, the energy transition, and shifting supply chains – are galvanising investment...

Fidelity International 20th Aug 2024

sch_gosha Podcast

Schroders | The Value Perspective Podcast - with Chetan Gosh

Listen to the latest episode of Allocators’ Edge, a TVP miniseries in which Schroders talk to the world’s top capital allocators. This time, hear from Chetan Ghosh, who joined Schroders...

Schroders 8th Aug 2024

sch_napiera Podcast

Schroders | The Value Perspective Podcast - with Russell Napier 2.0

This episode of Schroders’ Value Perspective Podcast features Russell Napier, an independent market strategist, a financial historian, an author and the co-founder of the Library of Mistakes...

Schroders 8th Aug 2024

nine_activelya Podcast

Ninety One | Actively navigating EM equities

Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...

Ninety One 8th Aug 2024

fil_etfa Podcast

Fidelity International | Deconstructing active ETFs

What makes an active ETF active? In Fidelity’s podcast, hear from Stefan Kuhn, Head of ETF distribution for Europe, Caroline Shaw, Multi Asset Portfolio Manager, and Andrew Craswell, Head of...

Fidelity International 8th Aug 2024

abrdn_ema Podcast

abrdn | State of Origin: EM elections, trade and inflation

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to discuss all things emerging markets.

abrdn Investments 8th Aug 2024

sch_katrynpa Podcast

Schroders | The Value Perspective Podcast – with Kathryn Porter

Kathryn Porter, founder of consultancy Watt-Logic, joins Schroders’ Pod to discuss the opportunities and challenges facing the UK energy sector.

Schroders 24th Jul 2024

sch_lrdwhaguea Podcast

Schroders | Podcast: Tackling global forces with Lord William Hague

Rt. Hon. William Hague discusses what's really happening behind closed doors when policymakers and business leaders meet to discuss tackling the global fo...

Schroders 24th Jul 2024

nineone_asharesa Podcast

Ninety One | China A-shares are back

Ninety One’s Wenchang Ma and Joanna Yang, Portfolio Managers, sit down to discuss China A shares following a strong start to 2024.

Ninety One 24th Jul 2024

pm_perspectivespodcasta Podcast

Premier Miton Investors | The deglobalisation theme continues to throw up opportunities

Premier Miton’s David Jane looks at the effects of the deglobalisation – a theme the team have been investing in for a number of years.

Premier Miton Investors 24th Jul 2024

abrdn_hvymetala Podcast

abrdn | Commodities insights: from light rock to heavy metal

In the latest episode of abrdn’s Emerging Market Equities podcast, Ben Shrewsbury and Tiago Rodrigues join Nick Robinson to discuss commodities.

abrdn Investments 24th Jul 2024

sch_jimroyala Podcast

Schroders | This company beat its benchmark by 50% over five years – who’s behind this success and how did they do it?

Leo Quinn began his career as a graduate at infrastructure firm Balfour Beatty – he tells Schroders how we returned as CEO to lead its turnaround.

Schroders 25th Jun 2024

sch_benchmka Podcast

Schroders | The Value Perspective Podcast – with Jim Royal

In this edition of The Value Perspective Podcast, Schroders revisits a pet topic: special situation investing – especially ones driven by human biases.<...

Schroders 25th Jun 2024

pm_brighttk10823a Podcast

Premier Miton Investors | Investment Trust Structures – educational podcast

Claire Long, Premier Miton’s Head of Investment Trusts, discusses the intricacies of Investment Trust structures and delves into the pros and cons to investing in a trust.

Premier Miton Investors 25th Jun 2024

sch_valpodca Podcast

Schroders | The Value Perspective Podcast – with Dan Mikulskis 2.0

Schroders’ Value Perspective Podcast is joined once again by Dan Mikulskis, CIO of People’s Partnership.

Schroders 13th Jun 2024

pm_brighttk10823a Podcast

Premier Miton Investors | Why it’s time to revisit small-caps

Premier Miton’s Gervais Williams looks back at the history of small-caps and shares why he believes we’re at a turning point.

Premier Miton Investors 13th Jun 2024

pm_perspectivespodcasta Podcast

Premier Miton Investors | Do we really have free markets?

Premier Miton’s Anthony Rayner highlights how massive monopolies and material government intervention are becoming more and more powerful and, by definition, markets are becoming less free.

Premier Miton Investors 13th Jun 2024

abrdn_amedollarsa Podcast

abrdn | America's dollar, the world's problem?

In the latest episode of our Macro Bytes podcast we focus on the impact of a strong US dollar for the US and other economies and whether this might change in future.

abrdn Investments 31st May 2024

abrdn_globala Podcast

abrdn | Is globalisation going into reverse, or just changing?

Paul Diggle, abrdn's Chief Economist, speaks to James McCann about the nature of “globalisation 3.0”, and what it means for the economic outlook and financial markets.

abrdn Investments 31st May 2024

schr_fixinc30524a Podcast

Schroders | Could engagement enhance investor returns?

Schroders’ Olga Cowings discusses how investors enga...

Schroders 30th May 2024

nineo_gilt30524a Podcast

Ninety One | Time to buy gilts?

Ninety One strategist Russell Silberston believes it’s about time the so-called ‘Moron Premium’ was consigned to the history books.

Ninety One 30th May 2024

abrdn_invret30524a Podcast

abrdn | Fixed Income Explained Podcast - The credit special

Are you in search of corporate bond opportunities? Explore the credit landscape with abrdn.

abrdn Investments 30th May 2024

sch_ratecta Podcast

Schroders | How markets perform when rates are cut

Schroders’ Duncan Lamont, Head of Strategic Research, examines what happens in markets when interest rates are cut.

Schroders 16th May 2024

ninety_imfa Podcast

Ninety One | IMF Spring Meetings: aligning perceptions with reality

The spring meetings of the World Bank and the IMF saw a shift in sentiment towards emerging markets, according to Ninety One’s fixed income portfolio managers Thys Louw, Christine Reed and Ni...

Ninety One 16th May 2024

abrdn_invstasiaa Podcast

abrdn | Investing in the key players in Asia’s energy transition: Emission Impossible?

In the latest episode of abrdn’s Emerging Market Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition. 

abrdn Investments 16th May 2024

sch_japana Podcast

Schroders | Is now the right time to go big in Japan?

The last time the Japanese stock market was at current levels, the Berlin Wall was falling. Schroders Investment director Taku Arai discusses the renaissance in the land of rising stocks.

Schroders 1st May 2024

sch_redefinebusa Podcast

Schroders | The CEO who redefined a business and engineered a 15-bagger

Schroders’ James Goodman and Jean Roche speak with discoverIE CEO Nick Jeffries to uncover how he turned the company into a 15-bagger.

Schroders 1st May 2024

ninety_dralphaa Podcast

Ninety One | How active can drive alpha

Every investor has probably formed their own opinion on this topic – let Ninety One talk you through why they believe their active quality approach can help them beat the benchmark over the l...

Ninety One 1st May 2024

ninety_vala Podcast

Ninety One | Valuations need to tell the whole story

While the P/E ratio is a popular and commonly used metric in equity valuation, Ninety One firmly believes that a healthy dose of caution is required.

Ninety One 1st May 2024

ninety_allnotha Podcast

Ninety One | All or nothing

People tend to underestimate the risk of losing everything – to maximise long-term compounding, every investor should take care to mitigate the risk of going bust, says Ninety One.

Ninety One 1st May 2024

abrdn_wealthwisea Podcast

abrdn | Wealth Wise - An insight into investment management

In this month’s podcast we discuss the importance of investing, and are joined by two abrdn investment managers as they share their passion and purpose when it comes to our customers.

abrdn Investments 29th Apr 2024

bg_hcalibrea Podcast

Baillie Gifford | Baillie Gifford on high-calibre emerging markets companies

From TSMC to Reliance Industries – why this is a promising time to invest in world-class emerging markets firms.

Baillie Gifford 26th Apr 2024

abrdn_macroby25424a-1 Podcast

abrdn | How should investors navigate economic and political uncertainty?

In our latest Macro Bytes podcast abrdn's economists discuss the use of scenario analysis to help navigate uncertainty.

abrdn Investments 25th Apr 2024

abrd_cshflow2 Podcast

abrdn | Following cashflows from China to Chile

The latest episode of abrdn’s Emerging Market Equities Podcast explores the world of emerging markets through an income lens.

abrdn Investments 18th Apr 2024

abrdn_inflationa Podcast

abrdn | Are we in a more volatile world for inflation?

Paul Diggle and Luke Bartholomew from abrdn discuss why higher inflation volatility may be here to stay.

abrdn Investments 27th Mar 2024

abrdn_susinspra Podcast

abrdn | Sustainability Inspires: Financing on the wild side: rewilding as a nature-based solution

In this episode, we discuss rewilding and why nature-based solutions are set to be a significant trend in the finance industry.

abrdn Investments 27th Mar 2024

abrdn_ringa Podcast

abrdn | Dazzling in the ring

How EM smaller companies produced knockout returns, listen to abrdn’s latest episode.

abrdn Investments 27th Mar 2024

abrdn_finana Podcast

abrdn | Financing on the wild side: rewilding as a nature-based solution

abrdn discusses rewilding and why nature-based solutions are set to be a significant trend in the finance industry.

abrdn Investments 26th Mar 2024

bg_smg podcast- brandtechimg Podcast

Baillie Gifford | Scottish Mortgage on AI, marketing and the metaverse

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to the CEO of digital marketing company The Brandtech Group, about how his c...

Baillie Gifford 15th Mar 2024

sch_lifecasha Podcast

Schroders | Life after cash and investing at all-time highs

A muddled inflation picture, uncertainty over if or when rates might be cut, and markets at all-time highs … Schroders asks: what should investors do?

Schroders 14th Mar 2024

bg_receipes2 Podcast

Baillie Gifford | Investing in a new recipe for weight loss: the rise of GLP-1 drugs

Baillie Gifford explores the huge growth potential for Novo Nordisk’s anti-obesity medicines.

Baillie Gifford 14th Mar 2024

SM Climeworks image Podcast

Baillie Gifford | Scottish Mortgage – Invest in Progress podcast

Lawrence Burns asks Climeworks’ CEO why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today.

Baillie Gifford 14th Mar 2024

STA1223101948-001_TA sizes1440x770_asi Podcast

abrdn | Macro Bytes: What's been holding the German economy back?

The Eurozone economy is stagnating and the German economy in particular is facing significant cyclical and structural headwinds. abrdn discuss why.

abrdn Investments 1st Mar 2024

STA0224517488-001_US economics_TA_1440x770_asi Podcast

abrdn | Macro Bytes: Will the last mile of inflation be the hardest?

In this episode, abrdn discusses the rising US inflation in January and the challenges of bringing inflation back to the target.

abrdn Investments 1st Mar 2024

Schroders123213221 Podcast

Schroders | How can we feed the world and meet climate goals?

Schroders’ Felix Odey discusses how food production and consumption is challenging climate targets and what the potential solutions might be.

Schroders 28th Feb 2024

thomas-richter-B09tL5bSQJk-unsplash Podcast

Premier Miton Investors | How to solve the problem of renewable energy intermittency?

Premier Miton’s James Smith highlights six ways the UK’s energy sector could solve the problem of the intermittency of renewable power.

Premier Miton Investors 28th Feb 2024

sch1322 Podcast

Schroders | The Value Perspective Podcast – with Ian Lance

RWC Partners’ Ian Lance shares perspectives on his three-and-a-half-decade career, co-management and countering the risk of confirmation bias, and the most difficult thing about value investi...

Schroders 28th Feb 2024

Sustainability Inspires_Real estate living Podcast

abrdn | Sustainability Inspires: reshaping real estate assets to revitalise communities

The positive social impact of real estate investments on society.

abrdn Investments 20th Feb 2024

none_medicinea Podcast

Ninety One | Medicine for change

Ninety One examines important health care topics, including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.

Ninety One 15th Feb 2024

pm_dazzinga Podcast

abrdn | Dazzling in the ring: how EM smaller companies produced knockout returns

abrdn’s Nick Robinson is joined by Osamu Yamagata to explore the world of emerging market (EM) smaller companies.

abrdn Investments 15th Feb 2024

abrdn_sustaina-1 Podcast

abrdn | Sustainability Inspires: reshaping real estate assets to revitalise communities

abrdn’s Georgie Nelson invites Vivienne King and Andy Smith of The Good Economy to delve into the environmental and social aspects of real estate investments.

abrdn Investments 15th Feb 2024

bg_climeworks Podcast

Baillie Gifford | Scottish Mortgage on Climeworks carbon removal

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to Climeworks CEO Christoph Gebald about why he thinks the carbon removal in...

Baillie Gifford 14th Feb 2024

sch_estatesa Podcast

Schroders | Why real estate has become the talk of the town

After years of being out of fashion, real estate has suddenly become a hot topic for investors. Listen to Schroders’ Tom Walker to find out why.

Schroders 5th Feb 2024

sch_joepetaa Podcast

Schroders | The Value Perspective Podcast – with Joe Peta

Schroders is joined by Joe Peta, the author of Moneyball for the Money Set, which explains how techniques gleaned from sports analytics can help predict the returns of portfolio managers with start...

Schroders 5th Feb 2024

Podcast

Baillie Gifford | The essential ingredients of growth

Baillie Gifford partner Tim Garratt highlights three traits for the companies set to flourish in the years ahead: real-world problem solving, financial discipline and adaptability.

Baillie Gifford 5th Feb 2024

sch_pitfalls24a Podcast

Schroders | Avoiding investment pitfalls in 2024

Former poker player Casper Berry advises on how investors might avoid some of the pitfalls that can lead them to making bad decisions in the coming year. 

Schroders 26th Jan 2024

fil_richpka Podcast

Fidelity International | Rich pickings

What the lessons of 2023 can teach investors for the year ahead – from artificial intelligence to US resilience, Fidelity’s panel of multi asset portfolio managers discusses the big the...

Fidelity International 26th Jan 2024

abrdnhorizona Podcast

abrdn | Sustainable horizons

Evaluating COP28 and charting the path forward for climate action – insights from abrdn on the successes, challenges and imperatives of COP28. 

abrdn Investments 26th Jan 2024

abrdn_lotusbla Podcast

abrdn | Lotus blooming - will 2024 be an Indian summer

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson is joined by James Thom to explore opportunities in India.

abrdn Investments 26th Jan 2024

bg_ingrgrowth Podcast

Baillie Gifford | The essential ingredients of growth investing

What are the characteristics of the companies set to flourish in the years ahead? Baillie Gifford partne...

Baillie Gifford 22nd Jan 2024

bg_mordernaa Partner Zone

Baillie Gifford | Moderna: from Covid vaccines to cancer cures

Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science.

Baillie Gifford 16th Jan 2024

schgold5124a Podcast

Schroders | The case for gold in 2024

For nearly 15 years, the relationship between gold prices and real returns on government bonds remained strong – then something changed. What happened? 

Schroders 5th Jan 2024

schwave5124a Podcast

Schroders | The coming wave with author Michael Bhaskar and Schroders’ Peter Harrison

The Coming Wave with author Michael Bhaskar and Schroders’ Peter Harrison. 

Schroders 5th Jan 2024

scholdfied5124a Podcast

Schroders | The Value Perspective Podcast – with Richard Oldfield

Richard Oldfield, founder of investment boutique Oldfield Partners, shares learnings and experiences from his 30-year career. 

Schroders 5th Jan 2024

filchina5124a Podcast

Fidelity International | The Investor's Guide to China podcast: Transition materials

Fidelity’s local team explores the critical role of transition materials in developing and deploying clean energy technologies. 

Fidelity International 5th Jan 2024

abrdn_fixinc5124a Podcast

abrdn | Fixed Income Explained: addressing uncertainty

What’s on the other side? Navigate bond markets in 2024 with the elp of abrdn’s podcast. 
 

abrdn Investments 5th Jan 2024

bg_JobyAviation_podcastimg Podcast

Baillie Gifford | Joby Aviation: the Uber of the skies

Paul Sciarra, Executive Chairman of Joby Aviation, tells Scottish Mortgage manager Tom Slater how its electric aircraft will transform the future of city transportation by providing a quicker, quie...

Baillie Gifford 19th Dec 2023

sch_economy141223a Podcast

Schroders | The circular economy and the US$25 trillion opportunity

The circular economy is a huge investment opportunity. Schroders analyst Joe Fernandes and fund manager Jack Dempsey discuss how investors can take advantage of it.

Schroders 14th Dec 2023

sch_nevernormala Podcast

Schroders | Investing in the ”never normal”

Entrepreneur and author Peter Hinssen believes in the "never normal”, within which phoenixes and unicorns battle for supremacy. The winner will depend on which one adapts better.  <...

Schroders 14th Dec 2023

ninetyone_cop28a Podcast

Ninety One | The climate challenge is still daunting, but COP28 offered hope

Ninety One’s John Green, Chief Commercial Officer, and Annika Brouwer, Sustainability Specialist, reflect on their time at COP28, the progress that’s been made, and the highlights from...

Ninety One 14th Dec 2023

abrdn_frontiersa Podcast

abrdn | A sit down with a frontiersman – how to invest and holiday in the new wild west

abrdn’s Nick Robinson is joined by Kevin Daly to explore the world of frontier markets.   

abrdn Investments 14th Dec 2023

Podcast

Baillie Gifford | South-east Asia’s rising export stars

South-east Asian nations, such as Vietnam and Indonesia, have begun challenging China for its status as the world’s leading exporter. Baillie Gifford’s Ben Durrant recently returned fro...

Baillie Gifford 12th Dec 2023

SM HelloFresh podcast imga2 Podcast

Baillie Gifford | HelloFresh: a recipe for success

Chief executive of HelloFresh, Dominik Richter, tells Scottish Mortgage’s Lawrence Burns how his company helps even the most reluctant, time-pressed consumers serve up nutritious, delicious f...

Baillie Gifford 1st Dec 2023

schroders_tomgaynera Podcast

Schroders | The Value Perspective Podcast episode - with Tom Gayner

With Tom Gayner, CEO of Markel Group.

Schroders 30th Nov 2023

schroders_emdebta Podcast

Schroders | Lifting the veil on EM corporate debt

Find out more about this vast asset class and how it's expected to perform against the backdrop of the 3D reset.

Schroders 30th Nov 2023

schroders_kevinmurphya Podcast

Schroders | The Value Perspective Podcast episode - with Kevin Murphy

Meet the Manager, with Kevin Murphy. 

Schroders 30th Nov 2023

ninetyone_philipsaundersa Podcast

Ninety One | The acceleration towards a multipolar world

Ninety One’s Philip Saunders argues that much of the current geopolitical malaise is the result of the rise of China – its scale, its ‘all-state’ characteristics, and Americ...

Ninety One 30th Nov 2023

abrdn_smokesta Podcast

abrdn | Smoke Stacks to Chip Stacks – how EM is driving the next generation of infrastructure:

In the latest episode of the Emerging Markets Equities podcast, abrdn’s Nick Robinson is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets. 

abrdn Investments 30th Nov 2023

4schrvaluea Podcast

Schroders | The Value Perspective Podcast - with Matthew L Wald

With Matthew L Wald, independent energy analyst and writer. 

Schroders 21st Nov 2023

bg_auroapod Podcast

Baillie Gifford | Scottish Mortgage on Aurora: the technology company transforming trucking

Change how you move goods, change the world for the better. Chris Urmson, chief executive and co-founder of Aurora, discusses with Scottish Mortgage Manager Tom Slater what impact driverless trucks...

Baillie Gifford 20th Nov 2023

bg_podcast141123 Podcast

Baillie Gifford | Japan: a new dawn for growth investing

Baillie Gifford’s Donald Farquharson has invested in Japan since the 1990s. He thinks this recovery could be here to stay. A veteran observer of the Japanese market’s false dawns reflec...

Baillie Gifford 14th Nov 2023

5schvalua Podcast

Schroders | The Value Perspective Podcast - with Nick Kirrage

Meet the Manager, with Nick Kirrage, co-head of the Global Value Team at Schroders. 

Schroders 8th Nov 2023

4schrvaluea Podcast

Schroders | The Value Perspective Podcast - with Matthew L Wald

With Matthew L Wald, independent energy analyst and writer. 

Schroders 8th Nov 2023

6ninetyagria Podcast

Ninety One | Agriculture is vast, varied and vital

Ninety One’s Dawid Heyl explains and details the opportunities.

Ninety One 8th Nov 2023

3ninety_aia Podcast

Ninety One | The AI opportunity

Ninety One looks at the likely winners in the space and what this means for investors.  

Ninety One 8th Nov 2023

7fil_globaldiva Podcast

Fidelity International | Fund update: Global Dividend

Portfolio manager Dan Roberts provides an update on the Fidelity Global Dividend Fund

Fidelity International 8th Nov 2023

2fil_japana Podcast

Fidelity International | Japanification

Fidelity’s local team talk through the lessons learned from Japan’s economic journey and the current developments unfolding in China today. 

Fidelity International 8th Nov 2023

1abrdn_sdga Podcast

abrdn | Aligning the UN’s SDGs with business strategy

abrdn explores how an effective business strategy can help meet the 2030 SDGs. 

abrdn Investments 8th Nov 2023

sch_josh31123a Podcast

Schroders | The Value Perspective Podcast – with Josh Wolfe

Josh Wolfe, co-founder of Lux Capital and one of the most successful venture capitalists of the last generation.  
 

Schroders 3rd Nov 2023

sch_economy31123a Podcast

Schroders | Everything you need to know about LTAFs

Schroders’ James Lowe, Sales Director, discusses LTAFs: their pros and cons and what areas of the economy they are set to benefit. 
 

Schroders 3rd Nov 2023

sch_bondmk231023a Podcast

Schroders | Bond market panic

How might investors respond? Alex Funk, CIO of Schroders Investment Solutions, discusses ongoing volatility in bond markets and how investors might react. 

Schroders 23rd Oct 2023

sch_invst231023a Podcast

Schroders | Everything you wanted to know about impact investing but were afraid to ask

Susannah Nicklin, the Non-Executive Chair of the Schroders BSC Social Impact Trust, discusses everything impact investment. 

Schroders 23rd Oct 2023

sch_eng231023a Podcast

Schroders | How to drive down the cost of energy

Tom Glover, UK country chair of RWE, explains the challenges and opportunities that presents.

Schroders 23rd Oct 2023

ninety_sust231023a Podcast

Ninety One | Tacking the sustainable investment sentiment shift

Ninety One’s Deirdre Cooper explains the shift, outlines her stance, and injects a good deal of contrarian optimism.

Ninety One 23rd Oct 2023

fil_japan231023a Podcast

Fidelity International | Japanification

Fidelity’s local team talk through the lessons learned from Japan’s economic journey and the current developments unfolding in China today.

Fidelity International 23rd Oct 2023

abrdn_talk231023a Analysis & Opinion

abrdn | We need to talk about the ex

Is EM as an asset class ready to separate from China?    

abrdn Investments 23rd Oct 2023

sch_val31023a Partner Zone

Schroders | The Value Perspective Podcast

The ‘Seven Sins’” of fund management.

Schroders 3rd Oct 2023

sch_space31023a Partner Zone

Schroders | Space raiders

The extraterrestrial hunt for commodities – Schroders discusses the race for commodities, supply chain issues and tensions in space. 

Schroders 3rd Oct 2023

abrdn_social31023a Partner Zone

abrdn | Social equity and financial empowerment

Inspiring financial inclusivity, diversity and resilience in future generations. 

abrdn Investments 3rd Oct 2023

abrdn_fie31023a Podcast

abrdn | Fixed Income Explained Podcast: Addressing Uncertainty – The Optimistic Zone

Where are developed economies headed? Navigate bond markets with this recent podcast from abrdn. 

abrdn Investments 3rd Oct 2023

sch_space26023a Podcast

Schroders | Investor Download: what's driving the new space race?

The US, China and Russia are among 80 countries globally contesting the new space race – but why now and what do they want? 

Schroders 26th Sep 2023

sch_race Podcast

Schroders | The race for Earth's critical materials

Schroders’ James Luke discusses the scramble to control Earth’s rare materials in a world looking to rapidly decarbonise.

Schroders 26th Sep 2023

ninetyone_transition090323a Podcast

Ninety One | Oil and the price equation

Ninety One’s Tom Nelson discusses the oil price equation and implications of the recent rally.   

Ninety One 26th Sep 2023

abrdn_china26923a Podcast

abrdn | The cusp of a lost decade, is China at risk of Japanification?

abrdn’s Nick Robinson sits down with Bob Gilhooly to look at all things China.

abrdn Investments 26th Sep 2023

sch_Lehmana Podcast

Schroders | Investor Download: are we witnessing China's "Lehman moment"?

Is this China’s “Lehman Brothers moment”? Schroders’ emerging markets economist David Rees discusses what's going on in China and whether it could be the country's &...

Schroders 6th Sep 2023

sch_futurea Podcast

Schroders | Investor Download: creating the power grid of the future

John Pettigrew, CEO of National Grid, joins Schroders’ pod to discuss how the UK's power sector is being rewired to future-proof the network.

Schroders 6th Sep 2023

bg_podcast34 Podcast

Baillie Gifford | Science and art of picking growth stocks

How do you spot a company with enduring growth potential? Partner Mark Urquhart shares lessons from a 27-year career that’s involved investing in Microsoft, Hermès and Netflix. Capital...

Baillie Gifford 4th Sep 2023

schders_agree24823a Analysis & Opinion

Schroders | Investor Download: Are employees a cost or benefit?

Should investors view human capital as an asset or expense? For years, investors have viewed employees as a cost but new research and better data have started to shift that view.

Schroders 24th Aug 2023

schders_energy24823a Analysis & Opinion

Schroders | Investor Download: Is it too late for the energy transition trade?

Has the energy transition race been run for investors? David Boyce, CEO of Schroders Greencoat in North America, and Fund Manager Mark Lacey talk chasing bubbles, the tech race, key growth areas, a...

Schroders 24th Aug 2023

abrdn_esgcareera Podcast

abrdn | A career in ESG: making the transition

What does it take to make your way in sustainable investing? Find out from David Atkin, Chief Executive Officer, Principles of Responsible Investing (PRI).

abrdn Investments 11th Aug 2023

schroder_ai11823a Podcast

Schroders | Investor Download: the future for AI

AI: dream or nightmare for investors and the wider world? Schroders Alex Tedder, Head of Global and Thematic Equities, and Adelina Balasa, a Senior Cloud Solution Architect at Microsoft, answer the...

Schroders 11th Aug 2023

schroders_value11823a Podcast

Schroders | The Value Perspective Podcast episode – with Amit Wadhwaney

Amit Wadhwaney discusses what he has learned from 30 years of value investing, including what has helped him and his team avoid ‘style drift’ in the last seven years.  

Schroders 11th Aug 2023

abrdn_consumer25723a Partner Zone

abrdn | The Consumer Duty

With the Consumer Duty coming into force on 31 July, Russell Bignall, Managing Director Sales, and Alastair Black, Head of Savings Policy, discuss the impact of the rules on adviser firms in our Po...

abrdn Investments 25th Jul 2023

none_emgmarketsa Podcast

Ninety One | Embracing the transition opportunity in emerging markets

Ninety One’s Nazmeera Moola, Chief Sustainability Officer, and Daisy Streatfield, Sustainability Director, explore how investors must finance new infrastructure and industries in emerging mar...

Ninety One 14th Jul 2023

ninetyone_transition090323a Podcast

Ninety One | Summertime blues in the oil market

Against an uneasy backdrop, Ninety One’s Tom Nelson, Head of Thematic Equities, discusses the oil market with Lindsay Williams.

Ninety One 14th Jul 2023

schinv_050723 Podcast

Schroders | Investor Download: Commodities in the age of the 3D reset

Commodities in the age of the 3D reset: Schroders’ John Mensack chats with fund managers Jim Luke and Malcolm Melville about the impact on commodities of decarbonisation, deglobalisation and...

Schroders 5th Jul 2023

none_phil050723 Podcast

Ninety One | Adapting to a new reality

Adapting to a new reality: Ninety One’s Philip Saunders discusses the end of the current cycle and a new market regime that is reshaping the world as we know it, and unpacks the implications...

Ninety One 5th Jul 2023

bg_050723 Podcast

Baillie Gifford | Actual investing: why thinking differently matters

The Actual investing message remains sound despite recent market upheaval, according to Baillie Gifford partner Stuart Dunbar.

Baillie Gifford 5th Jul 2023

fil_china050723 Podcast

Fidelity International | The Investor's Guide to China: anatomy of a recovery

Fidelity portfolio managers Dale Nicholls and Hyomi Jie share on-the-ground insights into China's reopening following a recent research trip, which reveal a multi-faceted economic picture. ...

Fidelity International 5th Jul 2023

abrdn_080623a Podcast

abrdn | Fixed Income Explained Podcast: Addressing Uncertainty

Are you wondering how to navigate today’s bond markets? Fixed Income Explained Podcast host Peter Marsland is here to help you explore the opportunities.

abrdn Investments 23rd Jun 2023

schr_hydro230623a Analysis & Opinion

Schroders | Could hydrogen be the answer to net zero?

Is hydrogen really the solution to net zero? How practical is it for the world to adopt hydrogen as a major clean energy alternative? Kristian Hoeg Madsen, Co-Head of Hydrogen Investment at Schrode...

Schroders 23rd Jun 2023

fil_bioac230623a Podcast

Fidelity International | Bioacoustics

Could sound solve biodiversity’s data deficit? From the forests of Borneo, Fidelity have followed a project to explore if sound recordings - layered with AI - could help to solve biodiversity...

Fidelity International 23rd Jun 2023

abrdn_spring230623a Podcast

abrdn | Spring tide how will EM benefit from nearshoring

abrdn’s Gabriel Sacks and Nick Robinson discuss the trend of nearshoring and how global supply chains’ changing structure is impacting the companies and economies of emerging markets.&n...

abrdn Investments 23rd Jun 2023

ninetyone_uksaving150623a Podcast

Ninety One | UK savings platforms: a diamond in the rough

Portfolio managers Ben Needham and Anna Farmbrough explain why savings platforms are a pocket of the equity market with significant growth potential, making it an area of focus for quality investor...

Ninety One 15th Jun 2023

ninetyone_china150623a Podcast

Ninety One | China’s self-sufficiency opportunity

In the second edition of our Quality podcast, the team looks at investment in China, and why - irrespective of ongoing tensions with the US - there are rising opportunities for quality businesses w...

Ninety One 15th Jun 2023

ninetyone_semi150623a Podcast

Ninety One | Semiconductors: an industry shaping the modern world

A Quality deep dive into the semiconductor industry.

Ninety One 15th Jun 2023

sch_microfin010623a Podcast

Schroders | How microfinance helps shape an economy

This is the story of how microfinanciers and impact investors can help the people that need it the most, reshape an economy and create financial and social returns. 

Schroders 31st May 2023

sch_value010623a Podcast

Schroders | The Value Perspective podcast

Schroders’ Juan Torres Rodriguez and Andy Evans chat with founder of Verdad Research Dan Rasmussen about a range of issues, including how reviled value is today, and the opportunity for inves...

Schroders 31st May 2023

ninetyone_fixed240523a Podcast

Ninety One | Fixed income isn’t necessarily the best way to deliver bond-like outcomes

Ninety One’s John Stopford argues that the traditional view of bonds as “safe” and equities “risky” ignores the quality and breadth of securities comprising a company&...

Ninety One 31st May 2023

abrdn_sustainable010623a Podcast

abrdn | The Sustainability Inspires Podcast – positive tipping points

abrdn’s Danielle Welsh Rose, Head of Sustainability Investment Specialists and APAC Sustainability, is joined by journalist and campaigner Claire O'Rourke.

abrdn Investments 31st May 2023

sch_rules180523a Podcast

Schroders | Investors Download: 3 rules of investing in a recession

Three rules of investing in a recession: as recession fears grow, Tina Fong, a strategist at Schroders, joins the show to discuss the rules of investing in a downturn. 

Schroders 18th May 2023

fil_picking180523a Podcast

Fidelity International | Rich Pickings podcast: preparing portfolios for climate risk

What impact will climate change have on portfolios? Fidelity portfolio managers Caroline Shaw and Kris Atkinson and Global Macro Economist Anna Stupnytska to examine the investment implications for...

Fidelity International 18th May 2023

abrdn_cur180523a Podcast

abrdn | Conscious uncoupling? What roles do EM currencies and the dollar

Conscious uncoupling? What roles do EM currencies play in driving total returns for investors? abrdn’s Nick Robinson & Kieran Curtis discuss the performance of EM currencies, the US dolla...

abrdn Investments 18th May 2023

ninetyonepubpriv040523a Podcast

Ninety One | Public & private collaboration critical to solving for SDGs

Ninety One’s Annika Brouwer reflects on progress made in public finance reform and the imperatives for policies and projects to incorporate a return objective.

Ninety One 4th May 2023

schroderssell040523a Podcast

Schroders | Investor Download: a short seller's guide to short selling to selling

Everything you ever wanted to know about short selling but were afraid to ask: Schroders’ Andrew Dreaneen covers the basics of short selling, its pros and cons and why it's not for the fa...

Schroders 4th May 2023

abrdn_value040523a Podcast

abrdn | Value nature

abrdn’s Eva Cairns and Professor Martin Stuchtey discuss how to put a value on land, a scarce and undervalued resource, and develop nature as an asset class to invest in our Earth.

abrdn Investments 4th May 2023

schroders_infla030523a Podcast

Schroders | How bad is the inflation problem?

Inflation continues to spook markets but how concerned should we be? Schroders’ Chief Economist Keith Wade explains why inflation remains high and whether it's becoming embedded.

Schroders 3rd May 2023

bg_scottishmg250423 Podcast

Baillie Gifford | UPSIDE Foods: Real meat without harming animals

UPSIDE Foods founder and chief executive Uma Valeti tells Scottish Mortgage’s deputy manager Lawrence Burns how his firm has developed a way to create meat, without needing farmed livestock.<...

Baillie Gifford 25th Apr 2023

bg_longt250423a Podcast

Baillie Gifford | The sustainability revolution

Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.

Baillie Gifford 25th Apr 2023

Article-Buildings-01-2019-1 Podcast

Schroders | Investor Download: Will real estate fall vicitim to the banking crisis?

Could real estate be the next domino to fall in the banking crisis? Schroders fund manager Tom Walker discusses how concerned investors should be.

Schroders 20th Apr 2023

ninetyone_china200423a Podcast

Ninety One | China's self-sufficiency opportunity

The trend towards localisation will benefit several leading companies within the quality spectrum, particularly in the software, healthcare and consumer sectors, says Ninety One.

Ninety One 20th Apr 2023

Article-Grow-02-2019 Podcast

Schroders | The Investor Download: the future of renewables

What the future of renewable energy investment might look like: David Boyce, CEO, Schroders Greencoat North America, assess the state of play in the renewables market and the key investment themes...

Schroders 20th Apr 2023

schbaggers060423 Podcast

Schroders | Hunting for ”30 baggers”

Schroders fund manager Jean Roche and analyst James Goodman discuss what a "30 bagger" is, where to find them, and what they might have in common.

Schroders 6th Apr 2023

schrodercap060423 Podcast

Schroders | The crisis in democratic capitalism

Martin Wolf, Chief Economics Commentator at the Financial Times, joins Schroders to discuss the threat being presented to democracy and market capitalism.

Schroders 6th Apr 2023

ninetyone060423gold Podcast

Ninety One | Why gold has regained some of its lustre

Ninety One’s George Cheveley shares insights gained from conferences abroad, where he has been both a speaker and a delegate, and pays particular attention to gold.

Ninety One 6th Apr 2023

bg_20years060423 Podcast

Baillie Gifford | Celebrating 20 years of Baillie Gifford’s International Growth strategy

Malcolm Borthwick speaks to investment managers Nick Thomas and Julia Angeles about why patience and optimism are key. 

Baillie Gifford 6th Apr 2023

Podcast

Fidelity International | The Investor's Guide to China

Tech hardware and the 'Chip War'. As China reopens and supply chains adjust, how will the ‘Chip War’ affect the global tech hardware industry and consumer goods prices?

Fidelity International 6th Apr 2023

Podcast

abrdn | What does it mean to be a finance influencer?

Eddie Donmez joins abrdn’s Paul Diggle and Luke Bartholomew to talk about what it means to be a finance influencer. 

abrdn Investments 6th Apr 2023

bg_recrusion040423a Podcast

Baillie Gifford | Recursion: where biology meets technology

How do you solve a problem as complex as drug discovery? With robotics, machine learning and AI. Recursion Pharmaceuticals co-founder and CEO Chris Gibson explains more to Scottish Mortgage manager...

Baillie Gifford 4th Apr 2023

Article-Europe-01-2019 Podcast

abrdn | Macro Bytes: Europe rewriting its fiscal rules

Luke Bartholomew, Senior Monetary Economist, talks to Paul Diggle, Deputy Chief Economist and Lizzy Galbraith, Political Economist at abrdn, about Europe’s changing fiscal framework.The rules...

abrdn Investments 3rd Apr 2023

Article-Buildings-01-2019-1 Podcast

abrdn | Green finance: from local to global

In the first episode of the brand-new Sustainability Inspires series, Amanda Young, Chief Sustainability Officer talks to Omar Shaikh, Director, and Co-Founder of the Global Ethical Finance Initiat...

abrdn Investments 3rd Apr 2023

Article-China-01-2019-3 Podcast

abrdn | Macro Bytes: China’s reopening rebound

Paul Diggle, Deputy Chief Economist, and Robert Gilhooly, Senior Emerging Markets Research Economist, discuss China’s move away from zero-Covid exploring the reasons for the abrupt policy shi...

abrdn Investments 3rd Apr 2023

ninetyone_sticky090323a Podcast

Nintey One | SVB's failure

SVB’s demise highlights the impact of repeated and rapid rate rises. Ninety One’s Iain Cunningham explains why this may be the beginning of a problem, not the end.

Ninety One 23rd Mar 2023

pm_philipsaundersa Podcast

Ninety One | What the inverted yield curve foretells

For decades, an inverted yield curve has predicted recession in the US and beyond. Philip Saunders, Director at Ninety One’s Investment Institute, discusses the implications.

Ninety One 23rd Mar 2023

schroders_activeowner120323a Podcast

Schroders | Podcast: Why active ownership matters in a warming world

Schroders' Carol Storey, Climate Engagement Lead, and Jonathan Fletcher, Emerging Market Fund Manager and Head of EM Sustainability Research, explain why investors care about climate transition...

Schroders 14th Mar 2023

ninetyone_sticky090323a Podcast

Ninety One | Inflation - 'sticky' for longer?

Predictions of the demise of inflation have been seemingly premature. Ninety One’s Iain Cunningham assesses whether it will “sticky” and thus keep interest rates elevated.

Ninety One 9th Mar 2023

ninetyone_transition090323a Podcast

Ninety One | International Energy Week: the focus on transition

Ninety One’s Tom Nelson explains the importance of the transition from the old hydrocarbon energy world to a new green revolution, but emphasises that the process must be managed carefully by...

Ninety One 9th Mar 2023

schroders_bbcrdt090323a Podcast

Schroders | Podcast: Why we're excited about BB rated credit

Why we're excited about BB-rated credit: Schroders credit fund manager Peter Harvey joins the pod to discuss BB-rated credit and why it has been a sweet spot recently in credit.

Schroders 9th Mar 2023

sm_podcast4_img Podcast

Baillie Gifford | Ocado: when retail meets robotics

Going online can stretch even the biggest grocer’s logistics. Ocado has a unique solution. In this podcast, Ocado’s co-founder and CEO Tim Steiner tells Scottish Mortgage deputy manager...

Baillie Gifford 7th Mar 2023

e3_denali_investorschronicle Podcast

Baillie Gifford | Defeating degenerative diseases

Denali Therapeutics’s CEO Ryan Watts tells Scottish Mortgage manager Tom Slater why he believes it can succeed where big pharma has failed by creating effective drugs for neurodegenerative di...

Baillie Gifford 28th Feb 2023

e2_mercadolibre_investorschronicle Podcast

Baillie Gifford | MercadoLibre: Latin America’s ecommerce champion

Scottish Mortgage deputy manager Lawrence Burns talks to MercadoLibre’s Pedro Arnt, to find out about its giant ecommerce platform and providing financial services to customers without bank a...

Baillie Gifford 28th Feb 2023

bg_whats_next_for_growth_stocksthumbnail Podcast

Baillie Gifford | What's next for growth stocks?

As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.

Baillie Gifford 23rd Feb 2023

sm_ziplinedronespodcastr Podcast

Baillie Gifford | Zipline’s drones: delivering the future

Supplying life-saving medical supplies by robotic flights in Africa is just the start. Zipline’s co-founder Keller Rinaudo Cliffton talks to Scottish Mortgage manager Tom Slater about what...

Baillie Gifford 23rd Feb 2023

fil_china210223a Podcast

Fidelity International | The Investor’s Guide to China podcast: China's reopening and supply chains

Fidelity’s locally based investment team discuss what China’s rapid reopening means for the economy, for markets, and for regional and global supply chains.

Fidelity International 22nd Feb 2023

Article-America-02-2019-2 Podcast

Ninety One | US - recession or not?

Ninety One’s Jason Borbora-Sheen puts forward the case for a US recession – but not yet.

Ninety One 22nd Feb 2023

Podcast

Schroders | What the "regime shift" means for investors

The ”regime shift”: what is it and how will it impact us all? Schroders’ Global Chief Investment Officer Johanna Kyrklund and economist Azad Zangana discuss what the “Regime...

Schroders 22nd Feb 2023

Article-Buildings-FED-01-2019 Podcast

Schroders | Listen: Why bother with 2% inflation targets?

Is the end nigh for 2% inflation targets? Schroders’ economist George Brown discusses the origins of the 2% inflation target, the pros and cons of doing away with it and the outlook for infla...

Schroders 13th Feb 2023

Podcast

Schroders | Podcast: Global risks for 2023 - what we learned and how we're dealing with them

Schroders’ sustainability specialists Andy Howard and Sarah Woodfield explore the risks investors are facing.

Schroders 13th Feb 2023

Article-Building-04-2019 Podcast

Fidelity International | Bank of America: financing the transition

Fidelity’s Global Head of Investment Research Ned Salter discusses the complex world of sustainable finance with Bank of America chief executive Brian Moynihan.

Fidelity International 13th Feb 2023

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